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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,385 | $124,187-92.4% | $108,410-91.3% | $167,518-94.4% |
| Participation rate | 33.3% | 82.3%-49.0pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 5.62% | 1379.80%-1374.2pp | 905.34%-899.7pp | 478.71%-473.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,513 | $6,908-78.1% | $6,562-77.0% | $6,342-76.1% |
| Admin fee / account holder | $4,996 | $9,456-47.2% | $7,296-31.5% | $12,312-59.4% |